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Wells Fargo
WFC

Overview Fund Activity

1,939 hedge funds and large institutions have $211B invested in Wells Fargo in 2016 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 596 increasing their positions, 981 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+55
Holders Change %
+2.92%
% of All Funds
48.55%
Holding in Top 10
300
Holding in Top 10 Change
+102
Holding in Top 10 Change %
+51.52%
% of All Funds
7.51%
New
230
Increased
596
Reduced
981
Closed
137
Calls
$3.24B
Puts
$3.44B
Net Calls
-$198M
Net Calls Change
+$600M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.43B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.01B
4
State Street
State Street
Massachusetts
+$962M
5
Bank of America
Bank of America
North Carolina
+$810M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
MTB
Mizuho Trust & Banking
Japan
-$347M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$307M
4
SA
SQ Advisors
Florida
-$305M
5
Capital World Investors
Capital World Investors
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
801
Pacer Advisors
Pennsylvania
$5.4M +$169K +3,067 +3%
PBT
802
Pictet Bank & Trust
Bahamas
$5.39M -$153K -2,775 -3%
TNBTD
803
Trustmark National Bank Trust Department
Mississippi
$5.38M -$2.01M -36,425 -27%
BSA
804
Braun Stacey Associates
New York
$5.37M -$5.07M -91,997 -49%
WCM
805
Weik Capital Management
Pennsylvania
$5.36M -$42.5K -771 -0.8%
IAM
806
Integre Asset Management
New York
$5.35M +$5.35M +97,040 New
MFS
807
MSI Financial Services
Massachusetts
$5.34M -$1.28M -23,225 -19%
ICOA
808
Investment Centers of America
North Dakota
$5.33M +$1.81M +32,661 +51%
HVIA
809
Hudson Valley Investment Advisors
New York
$5.32M +$241K +4,367 +5%
VKH
810
Virtu KCG Holdings
New York
$5.32M -$15.5M -281,268 -74%
CWM
811
Calamos Wealth Management
Illinois
$5.29M -$2.88M -52,298 -35%
WS
812
Wedbush Securities
California
$5.28M -$1.21M -22,015 -19%
AT
813
Arden Trust
Delaware
$5.27M +$325K +5,898 +7%
ST
814
Spinnaker Trust
Maine
$5.27M -$902K -16,358 -15%
MA
815
Montag & Associates
Georgia
$5.23M -$2.04M -37,050 -28%
PWM
816
Perigon Wealth Management
California
$5.16M +$3.59M +60,885 +228%
PAM
817
Peak Asset Management
Colorado
$5.13M +$14.5K +263 +0.3%
HRC
818
Hoertkorn Richard Charles
$5.12M +$1.21M +21,908 +31%
HCM
819
Hutner Capital Management
Vermont
$5.11M +$64.8K +1,175 +1%
ECM
820
Evergreen Capital Management
Washington
$5.09M +$143K +2,590 +3%
SWM
821
SVA Wealth Management
Wisconsin
$5.06M -$20.9K -380 -0.4%
HBT
822
Hills Bank & Trust
Iowa
$5.02M -$135K -2,450 -3%
BCM
823
BTC Capital Management
Iowa
$5.02M +$276K +5,004 +6%
SWP
824
Stratos Wealth Partners
Ohio
$5.01M -$354K -6,431 -7%
KS
825
Karpas Strategies
Connecticut
$4.99M +$1.16K +21 +0%
31 32
33
34 35